Financial Services Voice AI
Secure voice agents for banking and insurance
Financial institutions lose $4.7M per year to avoidable call-handling delays.
Deliver exceptional customer service while maintaining PCI-DSS compliance. Handle account inquiries, fraud alerts, loan applications, and claims processing with enterprise-grade security.
Key Capabilities
PCI-DSS & SOC 2 Compliance
Bank-grade security with end-to-end encryption, tokenization, and comprehensive audit trails meeting financial industry standards.
Account Balance & Transaction Inquiries
Secure multi-factor authentication for account access, real-time balance checks, and transaction history retrieval.
Fraud Detection & Alerts
Real-time fraud monitoring with instant voice alerts, transaction verification, and card lock/unlock capabilities.
Loan & Credit Applications
Intelligent application intake, document collection, credit check coordination, and status updates throughout the process.
Insurance Claims Processing
Automated claims intake with damage assessment questions, policy verification, and adjuster routing.
Investment Account Management
Portfolio inquiries, market updates, trade confirmations, and advisor scheduling for wealth management clients.
Use Case Scenario
"I just received a text about a suspicious transaction on my credit card. I need to verify if this is legitimate."
"I can help you verify that transaction. For security, I'll need to authenticate your identity. Can you provide the last four digits of your Social Security Number and your date of birth?"
"Sure, it's 1234 and my birthday is March 15th, 1985."
"Thank you. I've verified your account. I can see a transaction for $247.50 at a merchant called 'TechStore Online' that occurred 15 minutes ago. Did you make this purchase?"
"No, I've never shopped there. That's definitely fraud."
"I've immediately blocked your card and initiated a fraud investigation. A new card will be mailed to your address on file within 2-3 business days. The fraudulent charge has been removed from your account. Is there anything else I can help you with today?"
Results
Secure your financial services operations
Enterprise-grade voice AI with full compliance and security.
Pre-configured for financial services. Production-ready in 5 minutes.
Trusted by 500+ businesses · 2.4M+ calls handled · 98% satisfaction